1st Global

Stephen Batman is the CEO of 1st Global. To contact Stephen Batman email at [email protected].

The decision makers in 1st Global are Alex Gelb, Alex Wood, Carl Tomerlin, etc. Click to Find 1st Global decision makers emails.

1st Global provides a comprehensive range of services tailored for CPA firms, including accounting, technology services, marketing services, wealth management, consulting, financial planning, and investment advisory. Their focus is on helping CPA firms achieve sustainable growth through innovative strategies and effective implementation.

1st Global specializes in developing and executing growth strategies that are tailored to the unique needs of CPA firms. They analyze current practices, identify areas for improvement, and implement solutions that enhance operational efficiency, client engagement, and revenue generation. Their expertise in various domains ensures that firms can navigate challenges and capitalize on opportunities for long-term success.

1st Global primarily supports CPA firms across various industries, including but not limited to finance, healthcare, manufacturing, and technology. Their solutions are designed to be adaptable, allowing them to cater to the specific needs and challenges faced by firms in different sectors, ensuring that clients receive relevant and effective strategies.

Yes, 1st Global offers specialized marketing services aimed at helping CPA firms enhance their visibility and attract new clients. Their marketing solutions include brand development, digital marketing strategies, content creation, and client engagement initiatives. By leveraging these services, firms can effectively communicate their value proposition and differentiate themselves in a competitive marketplace.

Engaging with 1st Global's consulting services typically begins with an initial consultation to understand the specific needs and goals of your CPA firm. Following this, they conduct a thorough assessment of your current operations and identify areas for improvement. Based on this analysis, they develop a customized action plan and work collaboratively with your team to implement the recommended strategies, ensuring ongoing support and adjustments as needed.

Yes, 1st Global offers training and resources for CPA firms aiming to enhance their financial planning services. This includes workshops, webinars, and one-on-one coaching sessions focused on best practices, regulatory updates, and effective client communication strategies. By investing in training, firms can improve their service offerings and better meet the financial needs of their clients.